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March 7, 2026
8:56 AM
Topics:
March 7, 2026
8:56 AM
Alaska has no state income tax so there is nothing to file for Alaska. But if you moved to Alabama in 2025 you need to file part year state tax return for AL.
MOVED OR NEED TO FILE PART-Y...
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Alaska has no state income tax so there is nothing to file for Alaska. But if you moved to Alabama in 2025 you need to file part year state tax return for AL.
MOVED OR NEED TO FILE PART-YEAR STATE
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/file-moved-different-state-last-year/L3ljAGBw6_US_en_US?uid=me08b0gq
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cki50
https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/file-part-year-state-return/L82I8dCHS_US_en_US?uid=m68cdx44
March 7, 2026
8:55 AM
If this is a new Self-Employment venture, it is best to enter everything in the Self-employment income and expenses under Income. For complete information, see How do I report income from self-emplo...
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If this is a new Self-Employment venture, it is best to enter everything in the Self-employment income and expenses under Income. For complete information, see How do I report income from self-employment?
March 7, 2026
8:54 AM
Thank you all for your suggestions. Calling the investment house several times netted no result, the Oregon tax board says it is not needed, and yet Turbo tax still counts it as an error on the retur...
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Thank you all for your suggestions. Calling the investment house several times netted no result, the Oregon tax board says it is not needed, and yet Turbo tax still counts it as an error on the return when I don't have it. Turbo Tax, is this an error on your part? Do I just push the return through even though there is an error? thank you again
March 7, 2026
8:53 AM
HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzad...
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HOW CAN I DOWNGRADE TO A LOWER VERSION
https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady
WHY DO I HAVE TO PAY? I WANT THE FREE EDITION
The information that you can enter in Free Edition is pretty limited now. Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's. Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition. Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules. If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.
TurboTax Online: Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Stock sales (including crypto investments)
Income from rental property or property sales
Credits, deductions and income reported on other forms or schedules
How can I see my TurboTax fees?
https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k
If your TurboTax fees are higher than expected, you can reduce them by removing add-ons (BEFORE you e-file) :
Remove Premium Services
Remove MAX Defend & Restore
Remove a state
Remove PLUS Help & Support
Remove Pay With Your Refund
Or—-Use this IRS site for other ways to file for free. There are 8 free software versions available from the IRS Free File site
https://apps.irs.gov/app/freeFile/
March 7, 2026
8:53 AM
Topics:
March 7, 2026
8:52 AM
What do you need to change? You probably have to go back to federal to change it there first. Have you filed federal or state? If you haven't filed you could delete state and start it over agai...
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What do you need to change? You probably have to go back to federal to change it there first. Have you filed federal or state? If you haven't filed you could delete state and start it over again for it to update from federal. Online delete State or start state over https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-delete-my-state-return-in-turbotax-online/00/25895
March 7, 2026
8:51 AM
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day soone...
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"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
March 7, 2026
8:51 AM
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day soone...
See more...
"5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site. If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.
You have to pay attention to the date on the IRS refund site.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
March 7, 2026
8:50 AM
The selection is daughter, which is correct. The question will come up about being disabled.
Answer the questions about your daughter then Continue
On the screen 'Tell us more about daughter'...
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The selection is daughter, which is correct. The question will come up about being disabled.
Answer the questions about your daughter then Continue
On the screen 'Tell us more about daughter's situation' be sure to check the box for 'Disabled'
TurboTax will lead you through the rest of the section for this dependent
March 7, 2026
8:50 AM
If this is a return of premiums paid for the life insurance, that is not taxable income and is not reported on a tax return.
March 7, 2026
8:49 AM
I know this won't help but if you had done your return first with the offer to switch from Desktop, maybe you could have used the Free Edition for your daughter's return.
March 7, 2026
8:49 AM
I have followed all the instructions of how to access my return and review it. However when I go to print/save a copy and select all forms Form 2210 is not listed even though there is a penalty calcu...
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I have followed all the instructions of how to access my return and review it. However when I go to print/save a copy and select all forms Form 2210 is not listed even though there is a penalty calculated at Federal Taxes-Other Tax Situations-Additonal Tax Payments-Underpayment penalties.
March 7, 2026
8:49 AM
Topics:
March 7, 2026
8:48 AM
If a check was mailed to you it was mailed by first class mail, which you cannot track. Open all mail, even if it looks like junk mail.
March 7, 2026
8:47 AM
Does surrender of life insurance policy have to be reported?
Topics:
March 7, 2026
8:45 AM
DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return...
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DID YOU E-FILE?
Did you e-file? Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”
When you e-file your return you will get two emails from TurboTax. The first one will say your return has been transmitted; the second one will tell you the IRS has accepted or rejected your federal e-file. If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.
Check your e-file status:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
What does it say in your account? Does it show that the return was accepted? Or does it say something else---like "rejected," "printed," or "ready to mail?”
March 7, 2026
8:45 AM
Login to your TurboTax account to check the efile status of your amended return- it is possible it was filed. (usually if you see the "I'm Done" this is the case.) You can also check the status of y...
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Login to your TurboTax account to check the efile status of your amended return- it is possible it was filed. (usually if you see the "I'm Done" this is the case.) You can also check the status of your amended return with the IRS Where's My Amended Return? tool.
March 7, 2026
8:44 AM
Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax giv...
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Federal and state refunds come from completely separate entities. There is no rule as to which one will come in first or how long it will be between their arrival in your account.
TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer. “21 days” is not a promise from TurboTax or the IRS.
First, check your e-file status to see if your return was accepted:
https://turbotax.intuit.com/tax-tools/efile-status-lookup/
Once your federal return has been accepted by the IRS, only the IRS has any control. TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.
You need your filing status, your Social Security number and the exact amount (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:
https://www.irs.gov/refunds
To track your state refund:
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr
If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh
.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst
If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act. Do not expect your refund before early March
https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US
Note: “Accepted” is not the same as “approved”. TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing. Only the IRS can approve of the refund, which is a later stage of processing. If the IRS approves your refund they will provide a date for the refund to be issued.
FROM THE IRS WHERE’S MY REFUND SITE:
https://www.irs.gov/wheres-my-refund
How it works
Where's My Refund shows your refund status:
Return Received – We received your return and are processing it.
Refund Approved – We approved your refund and are preparing to issue it by the date shown.
Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.
The federal and state treasuries are completely separate from each other.
Your state tax due cannot be paid from a federal refund.
And….your federal tax due cannot be paid from a state refund.
Neither refund can be used to pay the amount due to the other one.
If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2026
You must pay your state tax due using the state’s preferred method of receiving payment. For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0